CF

Copperwynd Financial Portfolio holdings

AUM $401M
1-Year Est. Return 20.7%
This Quarter Est. Return
1 Year Est. Return
+20.7%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$146M
AUM Growth
+$8.93M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1 +$12.6M
2 +$5.97M
3 +$5.92M
4
AMZN icon
Amazon
AMZN
+$5.84M
5
MDYG icon
State Street SPDR S&P 400 Mid Cap Growth ETF
MDYG
+$2.61M

Top Sells

1 +$10.9M
2 +$5.68M
3 +$5.21M
4
ISRG icon
Intuitive Surgical
ISRG
+$5.08M
5
MU icon
Micron Technology
MU
+$4.83M

Sector Composition

1 Financials 17.13%
2 Consumer Discretionary 10.39%
3 Technology 9.12%
4 Healthcare 6.55%
5 Communication Services 4.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-61,545
102
-40,731
103
-5,060
104
-35,241
105
-6,221
106
-8,919